Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
OKR
Align goals across teams and track progress with a consistent review cadence.
OKR helps organizations translate strategy into measurable outcomes. Create objectives and key results, assign owners, review check-ins, and use dashboards and reports to spot progress and risks early.
Key Benefits
Clear alignment between strategy and day-to-day execution
Ownership and accountability for objectives and key results
Regular check-ins to keep progress visible and consistent
Dashboards that highlight progress and bottlenecks
Reporting to support quarterly reviews and leadership updates
Better focus by prioritizing what matters most
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
OKRs (Objectives and Key Results)
Create objectives with measurable key results and assign ownership.
Objectives with measurable key results
Owners and contributors (where used)
Time period organization (quarterly/monthly)
Progress tracking at objective and KR level
Comments and updates for context
Check-ins
Run consistent updates to keep progress honest and visible.
Check-in records with updates and notes
Progress changes tracked over time
Support weekly/bi-weekly cadences
Visibility into stalled or off-track results
Team review workflow (where used)
Dashboards
View overall OKR health and progress trends at a glance.
Progress overview by team/period (where used)
Distribution of on-track vs at-risk items (where used)
Quick access to recent updates
Leadership-friendly summaries
Focus on exceptions and bottlenecks
Reports
Support quarterly reviews and operational follow-up with structured reporting.
OKR progress reports by period
Team/department summaries (where used)
At-risk items list for follow-up
Check-in history for review discussions
Export/print workflows where available
Settings & governance
Configure categories and supporting structures to fit your rollout.
Categories and units (where used)
Approval/process settings (where used)
Standardize naming and ownership rules
Keep governance consistent across teams
Common Workflows
Step-by-step processes to achieve your business goals
Quarterly OKR cycle
1
Define objectives aligned to strategic priorities
2
Create measurable key results and assign owners
3
Review and publish OKRs for the period
4
Run weekly or bi-weekly check-ins
5
Use dashboards to spot stalled or at-risk key results
6
Close the period with a review and learnings
Weekly check-in routine
1
Each owner updates progress and adds notes
2
Leads review at-risk items and assign follow-up actions
3
Teams discuss blockers and adjust plans
4
Leadership reviews dashboard summaries
5
Capture outcomes and keep the next check-in consistent
Common Use Cases
Company-wide quarterly planning
Department OKRs for execution alignment
Leadership visibility into progress and risks
Performance review conversations supported by check-ins
Cross-team goal alignment for major initiatives
Connected records across modules
Projects & Services: reference delivery work during OKR reviews (where used)
Human Resources: support performance conversations with check-in history (where used)
Reporting & Dashboards: include OKR progress in management reviews
Built-in Reports & Analytics
OKR progress by period
At-risk key results list
Check-in activity and update history
Team/department summary (where used)
Available in These Plans
Choose the plan that fits your business needs
Growth Plan
Business Plan
Enterprise Plan
Ready to get started with OKR?
Join hundreds of businesses already using Xfatora to streamline their operations
User guide
How to use OKR
Setup checklist, key workflows, reports, and troubleshooting.
Talk to our solution team
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